See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,484 | $80,717+9.6% | $154,803-42.8% | $84,808+4.3% |
| Participation rate | 63.0% | 66.8%-3.8pp | 78.1%-15.1pp | 68.3%-5.3pp |
| Annual return | 13.68% | 37.96%-24.3pp | 58.88%-45.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,244 | $2,761-54.9% | $4,305-71.1% | $2,631-52.7% |
| Participant deferral / active EE | $3,650 | $3,303+10.5% | $5,540-34.1% | $4,212-13.3% |
| Admin fee / account holder | $15,478 | $6,746+129.4% | $14,329+8.0% | $7,344+110.8% |